Latest reporting and insights

We share our latest observations on global asset markets regarding T8 Energy Vision.

Energy storage is the key technology which must be developed and scaled-up in order to solve the challenges facing energy markets today. It is the key to reducing electricity prices (and electricity price volatility) sustainably.

T8 Energy Vision has been awarded a place on the ‘watchlist’ of Australian Impact Investments following its annual review of listed equity funds.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets regarding T8 Energy Vision.

We share our latest observations on global asset markets regarding T8 Gold.

During October, 86.9% of South Australia’s total electricity demand was met by renewables. While this is not, of itself, globally significant (especially in regions with significant hydroelectric resources), it is remarkable that this milestone has been achieved with only solar and wind.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets regarding T8 Energy Vision.

We share our latest observations on global asset markets regarding T8 Gold.

Following California’s lead, electric vehicle adoption in the United States has passed a significant tipping-point in 10 states.

For transparency, we disclose T8 Energy Vision’s positions on a quarterly basis.

For transparency, we disclose T8 Gold’s positions on a quarterly basis.

T8 has been named a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA) in its landmark 22nd annual study.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets.

CATL’s new ShenXing electric vehicle battery features a range of 700 kilometres along with super-fast charging whereby 400 kilometres of range can be added in only 10 minutes of charging.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

Researchers at MIT appear to have made a breakthrough in the development of a large-scale energy storage technology using cement.

We share our latest observations on global asset markets in regard to T8 Energy Vision.

We share our latest observations on global asset markets in regard to T8 Gold.

China installed nearly 80GW of solar electricity generation capacity during the first half of 2023, an increase of 154% year-over-year.

For transparency, we disclose T8 Energy Vision’s positions on a quarterly basis.

For transparency, we disclose T8 Gold’s positions on a quarterly basis.

Cox Automotive conducted a survey of more than 1,100 consumers and found that 51% are considering either a new or used EV, up from 38% in 2021.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

An academic whose contribution to the development of lithium-ion batteries was recognised with a Nobel Prize, died on Sunday at the age of 100.

A Chinese battery manufacturer backed by one of China’s largest automotive companies claims another breakthrough in lithium-ion battery technology.

A new variant of lithium battery with an extraordinary useful life set to go into mass production in 2024.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

Download the official voting records for both funds.

Read the latest monthly update for T8 Energy Vision.

The world’s largest battery manufacturer announced that it expects to begin mass production of a new variant of lithium battery with step-change performance characteristics relative to the current generation of technology.

Read the latest monthly update for T8 Gold.

Photovoltaic solar electricity was the fastest growing source of new electricity generation capacity in China in 2022.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

For transparency, we disclose T8 Energy Vision’s positions on a quarterly basis.

For transparency, we disclose T8 Gold’s positions on a quarterly basis.

T8 Energy Vision’s core universe is trading near to 2008 financial crisis lows in terms of valuation and the fundamentals remain strong.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

This responsible investment policy aims to articulate our approach to considering ESG as part of the investment process.

Chinese EV sales hit 22% of total passenger vehicle sales.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

China’s lithium-ion battery manufacturing capacity could support global electric vehicle production of nearly 50% of annual global passenger vehicle sales by 2025.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

China’s rate of solar installation in 2022 equal to all of the United State’s existing capacity.

This report is our first step in demonstrating transparency regarding the carbon emissions of T8 and T8 Energy Vision’s portfolio of investee companies.

Passenger electric vehicles accounted for 25% of new car sales in China for the year to August.

Driven by China, from 2025, the world will have the capacity to manufacture 2022’s entire solar electricity generation capacity.

The United States has passed the Inflation Reduction Act which is one of the most significant pieces of economic policy in recent history including nearly US$400 billion in stimulus for clean energy.

In July, Bloomberg New Energy Finance (BNEF) published its latest estimates on the relative economics of new electricity generation capacity. Renewable energy has widened its advantage over fossil fuels despite becoming more expensive in 2022.

This report, read alongside our monthly reporting on investment returns, demonstrates how T8 Energy Vision is generating positive environmental and social impacts in addition to investment returns.

In June, China released its 14th Five-Year Renewable Energy Development Plan which includes some significant targets for increasing renewable electricity generation capacity using wind.

China is targeting non-hydro energy storage installed capacity of 30GWh by 2025 and 100GW by 2030 from 3GW today which is aimed at increasing renewable power consumption and ensuring grid stability.

Bloomberg New Energy Finance (BNEF) estimates that over US$15 trillion will be invested in renewable power generation over the next several decades as the world’s energy mix evolves towards new…

The latest IPCC report calls for urgent transformational changes using many tools which the world already has at its fingertips The Intergovernmental Panel on Climate Change (IPCC – a body…

The top-selling vehicle in the United States for the last 40 years is going electric Ford’s F-Series pickups have been the top selling vehicle in the United States for the…

Clean energy industries are likely to grow at generationally significant rates for an extended period of time Our research and supply chain due diligence indicates that while the headwinds of…

COP26 validates the increasingly investment-friendly backdrop which will enable the private sector to direct enormous amounts of capital into clean energy The United Nations Climate Change Conference (COP26) concluded in…

Dramatic increases in energy prices world-wide has implications for inflation, economic growth, and future energy policy We are closely monitoring world energy markets following recent dramatic increases in energy prices….

We explain why investors should pay attention to the solar industry.

IPCC issues sobering assertions about the consequences of inadequate action by countries transitioning from fossil fuels During August, the IPCC (Intergovernmental Panel on Climate Change), an international body of scientists…

Please join a 30-minute webinar on the impacts that solar energy is having on energy markets and the opportunities for investors over the next decade.

We will provide insights into the changes occurring in energy markets and the opportunities for investors over the next decade.

The IEA has proclaimed that ceasing the development of new oil and gas fields will be required for the world to achieve net-zero by 2050 The International Energy Agency (an…

We are hosting a hydrogen briefing with leading Australian hydrogen expert, Kellie Larsen on Tuesday 11 May in Melbourne.